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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Wright Planning, LLC (swap one in):+ Keenan Private Wealth Management $8.5M · New York, NY+ Aristo Advisors LLC $8.4M · New York, NY+ Glacier Point Advisors, LLC $7.6M · Tustin, CA+ New Dimensions Investment Company $7.6M
Fishers, IN
Overland Park, KS
Assets under management$8M$8.5M$8.5M
Asset growth, last 2 years–––
Advisory staff211
Individual clients134628
Assets per client$619K$184K$302K
Clients per advisor74628
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–33
People on Advicer.bio211

From each firm's latest Form ADV (Feb 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWright Planning, LLCIllumifi WealthCoplanning Financial LLC
Website Builders
Squarespace–Uses it–
Wix––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Client Texting
CurrentClient–Uses it–
Schedule Apps
Calendly–Uses itUses it